Propose a Decision for a grant proposal application in the Grants Management Grant Proposal Playbook

  • Release version: Australia
  • Updated July 31, 2025
  • 1 minute to read

    • Complete the Decision stage as your last step in managing a grant proposal using the Grants Management.

    Before you begin

    Role required: Admin

    About this task

    Decision consists of two tasks: Create results documents and Record outcome. In the Decision stage, the grants program manager creates letters or document templates that are used to inform applicants of their proposal status, and applicants can view their results and acknowledge or decline the awarded grant.

    Procedure

    1. Navigate to All > CSM Configurable Workspace.
    2. Navigate to Lists > Grant proposals and select My grant proposals.
    3. Select the grant proposal and navigate to Decision.
    4. In the Create results letter task, select the Results letter tab and enter the details such as dates, response deadline, and the decision reason.
      The results letters that are selected by the grants program manager during the setup stage are updated and ready to send.
    5. Update the merit review summary by selecting the Merit review summary tab.
      Only if a proposal is declined or awarded, the Merit review summary is available.
    6. Update the selected document templates by selecting Update document.
    7. Select Mark complete.
      The results letters are created and completed and the playbook automatically advances to the Record outcome task. The grant proposal moves from the Draft state to the Ready state for release.
    8. In the Record outcome task, view the list of all the proposals for the grant program along with the task numbers for each of the grant proposal records in the Result notices tab by selecting view program record.
    9. Select Release Results.
      You can only release the results if all the grant proposals are in the Ready for release state. The tasks move from the Ready for release state to the Closed state, and an email is triggered to the applicant about the results. The applicant can view the results by logging in to the applicant portal and either acknowledging or declining the award before the deadline.
      In the Record outcome task, the resolution code is auto-populated based on the award status such as:
      • Ineligible
      • Declined by agency
      • No response by applicant
      • Award acknowledged
      • Award declined by applicant
      The outcome of the grant proposal is recorded and closed.
    10. Enter the resolution notes and select Close.